This document outlines various internal and external factors for a company to consider in financial planning. Internally, it discusses factors like systems, processes, financial metrics, and transaction volumes. Externally, it mentions changes to sales models, professional services, engineering resources, regulatory environments, and other company-wide impacts like manufacturing, mergers, and shared services. The document provides a comprehensive list of business elements that could impact a company's financial forecasting and strategy.

1. Examples
Systems…
– Automate xyz….
– Implement a new system to …..
– Integrate << system 1 >> and << system 2 >>
– At the push of a button, users can see x, y, and z
Processes
– Re-engineer the << process name >> to eliminate <<
current pain points >>
– Create one standard, global process for …
– Clarify the accountability in the << process name >>

2. Internal factors to consider
Financial Growth
– Service Revenue
– Product Revenue
– Mfg Inventory
– Demo Inventory
– Spares Inventory
– Cash
– Fixed Assets
– Investments
– Leases (with Customers)
– Cost Center Budgets / Forecasts
– External Shareholders
– Employee Shareholders
– Headcount

3. Internal Factors (cont.)
Transaction Growth
– Customer Invoices & Payments
– Sales Orders
– Sales Returns
– Vendor Invoices
– Expense Reports
– Installed Systems
– Paychecks/Payroll
– RMA's
– Service Contracts
– Commissions
– Shipments
– Demo Conversions

4. External (to Finance) factors to consider
Where, what and how we sell will be different
– NetApp Financial Solutions
– Low-end product
– New entities in EMEA, Asia Pac, Latin America
– Shift from reseller to direct model in some countries
– Channel program will evolve
– US Federal Sales Model will evolve
NGS will change
– More Professional Services
– NGS Next Generation Service Systems
– Spares Cycle – distribution / repair
Engineering
– Resource / Talent Distribution (BTC, RTP, other locales)

5. External (to Finance) factors to consider
(cont.)
Changes to the regulatory environment
– US & North America
• Public company oversight (SOX, SEC, EU)
• Tax Changes at local, state and fed level
• ISO / Environmental
• Economic climate changes
Other Impacts from around the company
– Asia Capacity for Manufacturing
– Mergers & Acquisitions
– Shared Services Centers (HR, Finance, CS)

6. External (to Finance) factors to consider
(cont.)
Changes to the regulatory environment
– US & North America
• Public company oversight (SOX, SEC, EU)
• Tax Changes at local, state and fed level
• ISO / Environmental
• Economic climate changes
Other Impacts from around the company
– Asia Capacity for Manufacturing
– Mergers & Acquisitions
– Shared Services Centers (HR, Finance, CS)